蜜豆视频

Transcript

Hi, this is Daniel and in this video I鈥檓 going to show you how to set up the 蜜豆视频 target destination in Realtime Customer Data Platform so you can begin sharing both segments and profile attributes from real-time CDP to target to personalize your websites, mobile apps, and other connected devices. These are mostly administrative tasks needed to get the integration up and running. In other videos we鈥檒l cover how to actually share and use the segments and profile attributes. The setup is easy and you鈥檒l see it鈥檚 just a matter of checking various boxes and pressing buttons, but they鈥檙e spread over a few product features and depending on how your company manages user permissions it might require a few people at your company to complete these steps. So the features we need to configure are data streams, merge policies, and destinations. First let鈥檚 enable a data stream. To get the most functionality out of the integration you should implement the 蜜豆视频 Experience Platform web and or mobile SDKs which use platform edge network and data streams to send data to target. You can still share segments to target if you鈥檙e still on an older SDK like ATJS, but the segment qualification won鈥檛 happen on the edge and will be a little slower. Of course ATJS doesn鈥檛 use data stream so if you鈥檙e still using that library you can skip this step. Okay so I鈥檓 in the platform interface but you can also do this in the data collection interface too. You need to have permissions to view and manage data streams to complete this step. Okay so first both target and experience platform need to be included as services in the data stream. Second in the experience platform service you need to check these two boxes for edge segmentation and personalization destinations. Now I鈥檓 doing this in a dev sandbox and you would need to repeat this for any other sandboxes or data streams in which you鈥檙e going to use the integration. That鈥檚 it for this step. Next let鈥檚 make a small change to a merge policy. To complete this step you need to have permissions to view and manage merge policies. In experience platform I鈥檒l navigate to profiles in the left navigation and select the merge policies tab. A merge policy creates a view of a profile specifying which data sets are included and how to prioritize overlapping fields. You can create multiple merge policies that create different views of a single profile but only one merge policy can be selected as the default and only one can be used with edge segments. To keep things simple for your marketers I suggest just activating your default merge policy for edge which you can easily do by enabling this active on edge merge policy toggle and then clicking through the workflow to save the policy. When marketers create segments that evaluate on the edge the segment definition needs to use this active on edge merge policy. Let me just show you quickly in this segment builder. You see here under the gear icon you can see the merge policy used by this segment. So if you hear from a marketer that they鈥檙e unable to save an edge segment it鈥檚 probably because they鈥檙e using the wrong merge policy and that鈥檚 why it鈥檚 easiest to just enable the default merge policy for edge. Again another simple but important configuration. So finally I鈥檒l set up the 蜜豆视频 Target connection and a destination. For this I need permission to view and manage destinations. All you have to do is select the connect to destination button and it鈥檚 going to connect to the 蜜豆视频 Target account that鈥檚 in your experience cloud organization. This checkbox will subscribe you to alert notifications if a certain threshold of profiles aren鈥檛 getting sent to target due to missing attributes or consent violations. You can subscribe to them later as well. On the next screen it鈥檚 going to ask me for a name and description as well as the data stream id. For the data stream id I鈥檓 going to select the one that I just enabled with those two check boxes. Then I鈥檓 asked for the marketing actions used by target. This is a configuration setting for every destination and it helps to automate enforcement of your organization鈥檚 data governance policies and your customers consent preferences. It鈥檚 basically asking how do you use target which might be slightly different for each one of you. I鈥檒l check a few options and that鈥檚 it for the destination and remember you can set up additional destinations for your other data streams and sandboxes. In other videos I鈥檒l show you how you can activate segments and profile attributes to target and use them to personalize your digital properties. So thanks for listening.